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iShares MSCI EAFE Value Index shares owned by Sequent Planning

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $413k 5.8k 71.41

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Core Msci Emkt (IEMG)

View all positions for Sequent Planning

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
Ameriprise Financial
Park Avenue Securities
CWM
BlackRock
Alliancebernstein
Mml Investors Services
Auto-Owners Insurance
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index